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CPQ Features List
Release Added/Modified | Feature |
---|---|
Version_16.2136 (June '24) | Enable Co-Term Value Parameter for On-Demand Renewals |
Lookup Attribute Control with Product Attribute Rules | |
UI Enhancements in Conga Upgrade Assistant | |
Custom Visualforce Page Integration for Price Waterfall | |
Page Load Performance for Large Option Groups | |
Version_16.2122 (February '24) | Customizing the Sorting Order of Assets with APTS_ABOActionCallbackClass |
Custom Field Options with Field Set Settings | |
Customizing Option and Bundle Start Dates with APTS_DisableRollupOptionStartDate | |
Splitting the Cart API | |
Asynchronous Collaboration Merge Request | |
Version_15.2106 (October '23) | Distinguish Cloned Options on the Bundle Configuration Page |
Update Renewal Opportunity's Currency with the Renewal Quote's Currency | |
Removed the Extra White Space Between Hidden Options and Option Groups | |
Enhancement to the Progress Tracker for Async Operation | |
Enhancement to Quote Analyze | |
Asset-based Ordering (ABO) Adjustments for Ramp Lines and Others | |
Enhancement to Validate Button to Cascade all Attributes from Bundle to Option | |
Defaulting Options of Sub Bundle are added if Sub Bundle is added via API | |
Enable Async Tracker operation Framework for Order | |
15.2090 (June '23) | Copy Bill To and Ship To Accounts from Assets to Renewal Quotes and Renewal Agreements |
Display Error Messages from Constraint Rules as Hyperlinks on Configuration Page or Cart Page | |
Control Lines Items Sent in the Custom Revalidation Request Object | |
Updated Pages Used as Default in Flow Settings | |
Validate Min and Max Price at Price List Item in CPQ Admin | |
Removed Non-Supported Values from the Adjustment Applies To Field of a Price Rule | |
Removed Non-Supported Values from the Min/Max Price Applies To field of a Price List Item | |
Use Attributes from PAV Extension for Defaulting Price and Quantity | |
Display Adjustments Applied on PLIs with Negative Pricing on the Cart | |
Prevent Users from Finalizing a Cart If Bundle Configuration Does Not Honor Min Options for an Option Group | |
Enhanced Logic to Define Precedence for Defaulting the Quantity of Option Products | |
Create a Collaboration Request for Auto-Included Products | |
Mandatory Validation to Consider Cancelled Options While Changing or Renewing Assets | |
Renew Bundle Assets without Adding Asset Net Price of Cancelled Options | |
Apply Price Escalator on New Ramp Lines During ABO Operations | |
Support for Price Ramps | |
Support for Auto Ramp Creation | |
15.2062.25 (February23.04.28) | Introducing a new Admin Setting APTS_OpenNewTabOnCartAction |
Introducing a new Admin Setting APTS_HideCartKebabMenuColumn | |
Introducing a new Admin Setting APTS_ReorderBasedOnLineSequence | |
15.2062.20 (February23.04.07) | Prevent Users from Finalizing a Cart If Bundle Configuration Does Not Honor Min Options for an Option Group |
15.2061 (February '23) | Ability to Decrease Asset Quantity |
Display a Spinner on the Service Catalog on Click of the Add to Cart Button | |
Support for Sorting Order of Generated Documents on the Doc Gen Page | |
Display Auto-Adjustment Lines in Read-Only Mode on the Multiple Adjustments Pop-Up | |
Restore Asset Values on Reselection of Cancelled Options During ABO Operations | |
Create a Default View for Each Flow on the Installed Products Page | |
Identify the ABO Action Performed on the Cart Line Item | |
14.2038.54 (September22.04.07) | Introducing a new Admin Entry APTS_OpenNewTabOnCartAction |
Introducing a new Admin Entry APTS_HideCartKebabMenuColumn | |
Introducing a new Admin Entry APTS_SkipZeroAdjustmentBenefits | |
14.2038.30 (September22.01.20) | Display a Spinner on the Service Catalog on Click of the Add to Cart Button |
14.2038.19 (September22.12.14) | Hiding Collaboration Icon Next to Auto-included Products |
14.2038 (September '22) | Apply a % Discount on the Base Price |
Support for Files in Adobe Sign | |
Use Attributes from PAV Extension as Price Dimensions | |
Use Attributes from PAV Extension as Criteria Fields | |
View Adjustment Lines on the Multiple Adjustments Pop-up Though Multiple Adjustments are Disabled | |
Search Assets Using Special Characters | |
Support for Group By in Assets Views for the Installed Products Page | |
Optimized Performance for Initial Line Loading and Pricing During Asset Termination | |
Extra Space Trimming in Expression Builder | |
Support for 1000 Assets and Service Bundles in Constraint Rules | |
Support for Product Group and Header Level Scope in Rollup | |
Support to Override Default Option by Constraint Rules | |
See Full Grand Total Column Names on Hover | |
Quote Link in Finalize Completion Email | |
Display Constraint Rule Messages upon Scroll on Configuration Page | |
DocuSign OAuth 2.0 Authentication Integration | |
Removed Non-Supported Rate Types from the Benefits section of Promotions | |
Support for Flow-based Settings with Configure Products Button for Direct Access to the Configuration Page | |
Support for 10000 Line Items in Quote with Enterprise QTC Profile | |
Custom Product Attribute Value Extension Objects (End of Support) | |
14.1995.50 (May22.12.16) | Display a Spinner on the Service Catalog on Click of the Add to Cart Button |
14.1995.25 (May22.08.19) | Disable Email Notification for Price Calculation Batch Jobs |
14.1995 (May '22) | Support for Translated Picklist Values in Document Generation |
Express Proposal | |
Configure the Execution of the RelatedLineItem Trigger | |
Adjust Column Width on Cart | |
Support for Automatic Unlocking of Idle Cart with Concurrent Access | |
Enhanced Bundle-Option Scenarios with Auto Cascade Selling Term Calculation | |
Ability to Filter Products by Product Codes in the Criteria Section of Promotions | |
Support for Every X Get X Promotions for Multiple Products | |
Display Benefit Quantity for Every X Get X or Every X Get Y Promotions | |
Invoke Validation Callback on Click of View Cart | |
Launch the Installed Products Page Directly from a URL for the Add/Remove Flow | |
Enhanced the CPQRESTServiceExecuteJob REST API | |
Deprecated Features The following fields or settings are deprecated in this release.
| |
13.1969.53 (December21.03.04) | Support for Redirection to Quote Details page in Quick Quote |
13.1969.46 (December21.02.18) | Turn Off Async Operation Email Notifications for Splitting Cart |
Configure the Execution of the RelatedLineItem Trigger | |
Launch the Installed Products Page Directly from URL for the Add/Remove Flow | |
Support for Translated Picklist Values on the Manage <Service_Option_Name> Pop-Up | |
13.1969.17 (December21.01.07) | Support for Translated Picklist Values in Document Generation |
13.1969.3 (December21.12.17) | Mass Option Selection Before Pricing on Configuration Page |
Suspend Assets | |
Resume Assets | |
Support for Progress Spinner on Cart While Save Salesforce Operations | |
Support for Selecting Same Attribute Multiple Times in Charge Type Criteria | |
Enhanced Price Waterfall Display Setup | |
Provision to View and Update Line Item Fields in the Price Waterfall Display UI | |
13.1953 (December '21 Release) | Create Quick Quotes |
Create, Update, Split, and Save Related Line Item Using Global Methods | |
Create, Update, Split, and Save Related Line Item Using REST API | |
Retrieve Asynchronous Apex Job Information | |
Use CSS Override to Hide Line Item Action on Cart | |
Configure Service Bundles Directly from Different Pages in Org | |
Deep Clone Quote and Agreement Asynchronously | |
Support for Same Day Cancellation with Billing Preference During Asset Termination with Ramp Lines | |
Renew Ramped Assets to Start from the End Date of the Last Ramp Line | |
Display Assets from Multiple Accounts on the Installed Products Page | |
Early Renewal of Ramped Bundle Assets with Options | |
Cancelled Asset Options with Ramps Fetch Original Asset Start and End Dates | |
Pass Cart ID in the URL of Terminate Assets REST API | |
Display Additional Fields on the Manage <Service_Option_Name> Pop-Up | |
Tooltips on Cart Actions | |
Support for Progress Tracking for More Async Operation | |
Display Push Alerts for Async Operation Progress Tracking | |
Use the Update Price Button to Calculate Pricing After Updates | |
Copy Bundle with Manual Changes to Expression Driven Quantity Field | |
13.1921.47 (Summer21.03.04) | Support Related Price for Net Price When Base Product Has Ramps |
13.1921.43 (Summer21.02.08) | Turn off Async Operation Email Notifications for Splitting Cart |
13.1921.40 (Summer21.01.21) | Support for Translated Picklist Values in Document Generation |
13.1921 (Summer '21) | Ability to Disable Bundle Expansion on the Cart page |
Ability to Add Custom Pricing Fields through the CPQ Admin UI | |
Progress Tracker for Async Operation | |
Introducing Price Waterfall | |
Support for ICU Locale Date Format in Critical Updates | |
Support for Match in Service Assets Match Condition in CPQ Admin | |
Ability to Control Cart Activity History | |
Enhancements to Doc Gen | |
Enhancement to Mass Update | |
Ability to Search All Records in Lookup fields on the Mass Update Popup | |
Disabled Submit for Approval button on Cart with Open Collaboration Request | |
Ability to Edit Cancelled Lines on the Intermediate Termination Page | |
Support for Same Day Cancellation with Calendar Method During Ramp Termination | |
Support for Single Transaction Adjustment in the Order Flow | |
Moved APTS_OrderItemCreateBatchSize and APTS_OrderItemActivateBatchSize Admin Entries to Order System Properties | |
Support for Managing Ramp Lines for Cancelled Options in a Bundle Asset | |
Support for Cascading Attributes to Sub-Bundle Option Levels Through Change API | |
Support for Buy X Get Y Promotion With Different Charge Types on Product X and Y | |
Support for Exclude Optional Product Custom Setting | |
Excluding Optional Products from Min/Max Validation | |
Ability to Distinguish Between Shared and Standalone Option Groups | |
Support for Tooltip for Product Details | |
Confirmation Popup Before Record Deletion in CPQ Admin | |
Standard Generate and Present Buttons (End of Support) | |
13.1882.144 (Spring21.04.01) | Support for Contract Pricing in Smart Cart |
13.1882.92 (Spring21.08.25) | Display Additional Fields on the Manage <Service_Option_Name> Pop-up |
13.1882.62 (Spring21.07.09) | Price Calculation Indicator on Configuration Page |
13.1882.44 (Spring21.06.11) | Ability to Configure Promotions on Benefit Products in Buy X Get Y |
13.1882.34 (Spring21.05.28) | Support to Process Buy X Get Y Promotions in Batches for a Large Number of Line Items |
13.1882.29 (Spring21.05.14) | Enhancements to Option Group Min/Max Validation |
13.1882.22 (Spring21.04.23) | Enhancements to Option Group Min/Max Validation |
13.1882.18 (Spring21.04.16) | Enhancements to Option Group Min/Max Validation |
Ability to Disable Price List Item Time Adjustment | |
Ability to Process Promotions in Batches for a Large Number of Line Items | |
13.1882.9 (Spring21.03.26) | Enhancements to Deep Clone Functionality in Smart Cart and Enterprise Flow |
13.1882 (Spring '21) | Introducing Enterprise as a QTC Profile Value |
Ability to Create Coupons for Incentives using API | |
Support for the Product Attribute Value Extension Object in Document Generation | |
Ability to Hide Option Groups with Hidden Options | |
Faster Display of Email Templates | |
Ability to Display Adjustments to Options in Bundle and Summary Group Net Adjustment % | |
Ability to Filter Products by Product Codes in the Benefits Section | |
Ability to Populate Incentive Codes for Lines with 0$ Price | |
Ability to Apply Buy X Get Y Promotions on Multiple Line Items of Y Products | |
Enhancements to the getIncentivesForCart API | |
Ability to Search for the Existence of a Custom Field in CPQ Objects | |
Support for Pagination for a Large Number of Assets | |
Flexible Adjustment of Billing Schedules | |
Confirmation Pop-Up on Config Settings Page | |
Async Pricing for Regular Cart | |
Ability to Sync Proposal Line Items and Opportunity in Smart Cart | |
Ability to Preview Files | |
Enhancements to Fast Doc Gen | |
Ability to Define Threshold Limit for Constraint Rule Maintenance Job | |
Support for Match in Service Assets Match Condition | |
Optimized Lookup Column Population on Cart | |
Enhancement to Is Optional Checkbox | |
Deprecated Guided Search (End of Life) | |
12.1839.115 (Winter20.09.09) | Disable Constraint Rule Execution upon Cart Finalization |
12.1839.103 (Winter20.07.23) | Ability to Use Product Attribute Value Extension Objects in Search Filter(CPQ) |
12.1839.72 (Winter20.04.23) | Enhancements to Cart |
12.1839.62 (Winter20.03.26) | Enhancements to Deep Clone Functionality in Smart Cart and Enterprise Flow |
Ability to Launch Directly Configuration Page in Multi-Currency Org | |
12.1839.27 (Winter20.01.15) | Ability to Display Adjustments to Options in Bundle and Summary Group Net Adjustment % |
12.1839.16 (Winter20.01.04) | Ability to Finalize Large Quote in Async Mode |
12.1839 (Winter '20) | Custom Settings Maintenance |
Conga Sign Integration with Conga CPQ | |
Enhancements to Smart Cart | |
Ability to Configure Sidebar Actions Using CPQ Admin | |
Ability to Cascade Share Attribute Values at Attribute Level | |
Ability to Classify Attributes | |
Ability to Enable Optimized Attribute Retrieval | |
Ability to Pre-Select Qualified Line Items for Mass Update | |
Support for Lookup Fields in Advanced Filters and Group By | |
Support for CPQ Product Attribute Value Extension Objects | |
Enhanced Confirm Renew Intermediate Page | |
Enhanced Change Quantity Intermediate Page | |
Advanced Renewal Management | |
Ability to Specify Lead Time at Product for OnDemand Auto-Renewal | |
Increased Scalability of Price Ramps | |
UI to Include Bundle with Options in the Scope of Buy X Get X Promotions | |
Removed 'In' Option on the Benefits Section for Buy X Get Y Promotions | |
Display of Promotions on the Cart | |
Ability to Apply Incentive Limits Across Quotes | |
Optimized Catalog Launch | |
Progress Bar on the Cart | |
Modified CPQ Admin User Interface | |
12.1787.81 (Summer20.01.15) | Ability to Display Adjustments to Options in Bundle and Summary Group Net Adjustment % |
12.1787 (Summer 2020) | Introducing Apttus TurboConfig |
Introducing Apttus TurboPricing | |
Ability to Configure Dated Currency Exchange Rates | |
APIs to Retrieve Applied Incentives and Set Incentives for Cart | |
Global Method to Finalize a Cart in Smart Cart Flow | |
Global Method to Clone Primary Line Item | |
Apttus User Experience Analysis | |
Ability to Configure Action Buttons on Configuration Page | |
Enhancement to the Configure Products Button URL | |
Ability to Configure Products Directly from Different Pages in Org | |
Ability to Generate Documents for Large Quote | |
Enhancements to Match in Assets in Client-Side Constraint Rules | |
Support for Show Messages and Prompt with Match in Assets in Client-Side Constraint Rules | |
Support for Blank Value in Scope in Product Attribute Rules in CPQ Admin | |
Default Value of Group By Field in Cart View | |
Support for Cumulative Range Price Matrices and Ramps on the Same Price List Item | |
Ability to Create Price Ramps for Products with Price Method as Related Pricing | |
Enhancement to Apply Promotion Window on the Cart | |
Ability to Include Bundle with Options in the Scope of Buy X Get X Promotions | |
Enhancements to Incentive API | |
Search Optimization for the Installed Products Page | |
Enhanced Assets Swap Flow | |
Enhanced the Confirm Installed Products Swap Page to Display New Fields | |
Apex Errors Displayed on Cart | |
12.1719.65 (Spring20.01.15) | Ability to Display Adjustments to Options in Bundle and Summary Group Net Adjustment % |
12.1719.21 (Spring 2020 Patch 6) | Ability to Update Secondary Line Items on the Cart in the Smart Cart Flow |
12.1719.14 (Spring 2020 Patch 5) | Search Optimization for the Installed Products Page |
12.1719 (Spring 2020) | Ability to Sort Products on the Catalog Page |
Revalidation Callback Class | |
Apttus User Experience Analysis | |
Ability to Open the Cart in Read-only Mode | |
Ability to Use Numeric Expressions to Create CPQ Formula Fields | |
Ability to Define UOM in Price Rule Entry | |
Ability to Select Effective Dates in Price Rule Entry | |
Ability to Define Currency for Price Ruleset | |
Flow-Based Defer Pricing | |
Ability to Selectively Skip Totaling on the Cart | |
Ability to Selectively Skip Approval of the Cart | |
Ability to Selectively Skip Deal Guidance | |
Improved Scalability in Deal Guidance | |
Editable Custom Currency Field on Cancelled Lines | |
Enhanced Asset Renewal Custom Callback Class | |
Enhanced User Experience while Collecting Input for Working with Assets | |
Hidden Fields on the Related Line Items Popup for Relationship Type Merger | |
Ability to Dynamically Sort Assets with a Visual Indicator | |
Disabled Farthest Asset End Date for Single Asset Selection | |
Ability to Selectively View Data During Swap | |
Ability to Prevent Editing End Date for Cancelled Lines (Merge Assets) | |
Renewal Processing for Merged Assets with the Same Purchase ID | |
Billing Preference Validations | |
Enhanced Account Hierarchy Performance | |
Support for Match in Assets in Inclusion Type Client-Side Constraint Rule | |
Enhanced Is Optional Checkbox Behavior | |
Support for Related Line Items for Service Bundle Options in Reconfigured Quote | |
Flow Specific CSS Override Availability | |
Ability to Display Refine Your Search Options in Picklist | |
Disabling Product Configuration Versioning | |
Enhancement to CPQ Admin | |
Progress Bar During Mass Update | |
Progress Bar on Mini-Cart | |
Support for Multiple Benefit Products for Buy X Get Y Promotions | |
Deprecated Fields on Billing Preference | |
11.1675.14 (Winter 2019 Patch 3) | User Experience Analysis |
11.1675 (Winter 2019) | Advanced Filters on Cart Page |
Smart Cart | |
Ability to Merge Assets | |
Displaying Names on Mass Update Pop-up | |
Support for Product Configuration Object in Lookup Field Settings | |
Ability to Define Minimum or Maximum Price or Net Adjustment % on the Base Price | |
Generation of Contract Price List Items for Bundles | |
Ability to Display Custom Fields in Price Breakup | |
Ability to Apply Currency Conversion Rate to Cost | |
Ability to Configure Pricing Engine Settings for Flows | |
Support for Formula Fields when Defining Price or Adjustment | |
Support for Adding Product Groups to Promotions Scope | |
Support for Splitting Bundles | |
Editable Fields on Cancelled Lines | |
Change in Status for Split Lines | |
Ability to Sort Assets on the Installed Products Page | |
Enhancements to Selling Term Calculation | |
View Details of Miscellaneous Item on Cart Page | |
Displaying Names on Split Criteria Pop-up | |
Support for Delta Changes in Category Maintenance Batch Job | |
Enhancement to Usability for Attribute Value Matrix(AVM) Fields | |
Support for Empty or NULL Values in the Scope of Product Attribute Rules | |
Hide Default Options in a Bundle with Option Filter Callback Class | |
Support for Repeat Inclusion Client-Side Constraint Rules | |
Support for Filter Criteria in Product Attribute Value Extension Object | |
11.1603.20 (Summer 2019 Patch 5) | Asset Sorted by Date of Creation |
Category Maintenance Batch Job only on the Changes | |
11.1603.13 (Summer 2019 Patch 4) | Support for Product Groups in Scope for Promotions |
11.1603.5 (Summer 2019 Patch 1) | New Selling Term Calculation Method |
New Admin Setting to Enable Price Rule for Asset Line Item | |
11.1603 (Summer 2019) | Currency Rounding |
Fallback Mechanism when Contract Price is Unavailable | |
Contract Term Management | |
Visibility into Adjustments on Contract Price | |
Categories for Favorite Configuration | |
Counter on the Mini-Cart and Recommendation Icons | |
Support for Recommendation Rules on the Client-side | |
Ability to Apply a Promotions Multiple Times | |
Support for Using AND to Concatenate Qualifying Products for Promotions | |
Administrator-Defined Views for Assets Grid | |
Custom Validation Logic for Effective Termination date | |
Get Price Matrix Entry Applied on Line Item | |
Apply Cumulative Range Matrix without Spanning Multiple Line Items | |
CPQ pages in Lightning Experience | |
Enhanced Constraint Rule | |
Enhanced Bundle Maintenance Batch Job | |
Display Contract Term Billing Detail during Termination | |
Support for Space and New Line in Custom Setting Fields | |
Standardized Cart Theme | |
Deprecated Managed Package Visualforce Pages | |
Deprecated Angular User Interface | |
Deprecated Cart Themes | |
11.1552.37 (Spring 2019 Patch 10) | Category Maintenance Batch Job only on the Changes |
11.1552.16 (Spring 2019 Patch 5) | Ability to Apply a Promotions Multiple Times |
11.1552.10 (Spring 2019 Patch 2) | Enhanced Currency Rounding Options |
11.1552.4 (Spring 2019 Patch 1) | Ability to Round the Price in Each Price Calculation Step |
Ability to Round the Selling Term | |
11.1552 (Spring 2019) | Ability to Split an Asset Line Item |
Ability to Search Options and Attributes on Configuration Page | |
Ability to Add Products to Existing Collaboration Request | |
Ability to Hide Child Cost Types in Price Waterfall | |
Ability to Search a Product by Name or Code (Promotions) | |
Updated Billing Schedules Post Increment | |
Ability to Show Original Asset Start Date after Terminating an Asset | |
Ability to Replace a Collaborated Product | |
Automatic Deletion Updates in Collaboration Request | |
Revoked the Requirement of Modify All Access Permission | |
Support for Match in Location in CSCR | |
Auto-included Products Saved in Favorite Configuration | |
Message Display on Bundle Structure Change | |
Changes to Shared Option Group Reflect in Associated Bundle | |
10.1507.52 (Winter 2018 Patch 15) | Category Maintenance Batch Job only on the Changes |
10.1507 (Winter 2018) | New Field on the Quote for Purchase Identifier |
User-Level Private Views for Assets Grid | |
Ability to Change the Quantity of an Asset | |
Ability to Calculate the Total Asset Quantity | |
New API to Fetch Projected Asset Value | |
Ability to Control the Creation Public Favorites | |
Ability to Hide Promotions After Coupons Are Generated | |
Ability to Enable and Disable Quote Collaboration notification | |
Ability to Split the Related Line Item from Service Line | |
Ability to Clone a Service Line | |
Ability to Create Shared Option Group from Structure Tab in CPQ Admin | |
Intermediate Page for Parameter Selection for Mass Edits | |
Mass Edit (Assets) is a Sub-Menu under Change | |
Enhancement to Bucket Adjustment | |
Ability to Apply and Remove Promotions on Multiple Line Items (Mass Application) | |
Advanced Asset Pricing Criteria | |
Enhancement to Adjustment Type | |
Enhanced UI to Apply Promotions and Coupons | |
Enhancement to Collaboration Request | |
Enhancement to Save as Favorite Feature | |
Enhancement to CSCR | |
Extension for Filter Criteria Field in Lookup Field Settings | |
Enhancement to Reprice and Validate | |
Enhancements to the User Interface | |
10.1468.84 (Summer 2018 Patch 15) | Increased Number of Accounts Processed in the Batch Job |
10.1468.37 (Summer 2018 Patch 7) | Enhancement to Add and Remove Feature in the Related Line Item Pop-up |
10.1468.32 (Summer 2018 Patch 5) | Enhancements to the User Interface |
10.1468.20 (Sum 2018 Patch 4) | Enhancement to Bucket Adjustment |
10.1468 (Summer 2018) | Renewing Ramp Lines after Change Operation |
Enhance Search Functionality on Asset Grid | |
Sorting Product Items Per Page | |
Lead Time Specification by the Account | |
Relate and Relate Component | |
User Interface Enhancements on the Installed Products Page | |
Adding Show Tab View on a Product Level | |
Providing Scalability in Constraint Rules | |
Supporting Deletion and Deactivation of Constraint Rules with Existing Quotes | |
Support Files for Proposal Doc Gen | |
Hiding Secondary Action Buttons upon Hard Revalidate | |
Displaying Quote Name in the Application Browser Tab | |
Adding Preventative Measures Against Heap Size Errors When Adding Favorites | |
Enhancing Analyze Quote Page for Angular and Cart Grid UI | |
Coupon Codes | |
Assigned to User/Account filter criterion | |
Suppress salesforce exchange rates | |
Applying Promotions at Order Level | |
Adjustment Line Item Callback on Update of Discounts | |
Service Pricing | |
Sales Promotion | |
Contains Operator in Promotion Criteria Field | |
Price Rules Processing even if Cost Model and Presto exists | |
10.1403.43 (Spring 2018 Patch 9) | Ability to Pin Option Group Tabs |
10.1403 (Spring 2018) | Renewable Products |
ABO Support for Renewals on Services | |
Create Quotes from Opportunities that Inherit Related Line Items | |
UI Improvements for Asset-Based Ordering | |
Support for Related Line Items at the Option Level | |
Support for Account Hierarchy | |
Coverage Status of Assets | |
Configuration of Service for a Component of the Bundle | |
Enabled Match in Options Support for Related Asset Lines | |
Min-Max Messaging | |
Inclusion Rule with Prompt | |
Products Disabled or Hidden on Inclusion Prompts | |
Indicator for Mandatory Fields | |
Horizontal Scroll for Option Groups Tab | |
Added By and Added By Rule Information for Client-Side Constraint Rules (CSCR) | |
Hyperlinks for Options Groups in the Summary Section | |
Mandatory Products cannot be Marked as Optional | |
Ability for Rule Messaging for Disabled Products | |
Increased Threshold for Bundle Maintenance Job | |
Incremental Update for Criteria Maintenance Job | |
Disabled Products Based on Product Option Group Min/Max on Inclusion Prompt | |
Parity for Action Criteria in Inclusion Rules | |
Enabled Group Adjustment Spread | |
Conversion of Group Adjustments | |
Enforced Min/Max Net % at the Line Item Adjustment Level | |
Related Pricing Setup in the New Admin UI | |
Ability to Apply Unit Level Discount Amount | |
Support Price Ramp on the Cart Grid UI | |
Enabled Proposal Email Editing | |
Three Columns in the Left Section of the Cart Grid | |
Manage Visibility Rules in the New Admin UI | |
Base Price for Currency Code | |
10.1358 (Winter 2017) | Service CPQ |
Assets: UI Enhancements for the Installed Products page | |
Assets: Flow-based ABO Actions | |
Assets: Ability to display assets based on Account fields | |
Quoting: Admin Setup for Cart Views | |
Configuration: Display pricing information for options included as free options within bundle | |
Configuration: Criteria-Based Recommendation and Replacement Rules on the Server side | |
Configuration: Hide excluded options at rule or product level | |
New Admin UI: Price Dimension from Formula fields and Custom Formula | |
New Admin UI: Manage Option Groups menu in the Catalog tab | |
Pricing: Bucket Adjustments | |
Pricing: UoM Setup and Conversion | |
Pricing: Discount Lock at Line Item level | |
10.1298 (Summer 2017) | Cart Grid UI: Showing Subtotals and Totals Sections on the Cart |
Cart Grid UI: Ordering Favorite Category on the Cart | |
Displaying Revalidation Messages for Cart Grid UI and Angular UI | |
Cart Grid UI: Setting Custom View as Default | |
Cart Grid UI: Providing an Indicator for Line Item Approval | |
Cart Grid UI: Reordering Primary Lines on the Cart | |
Cart Grid UI: Improved Configuration UI page | |
New Admin UI: Managing Favorite Product Configurations | |
New Admin UI: Creating Price Dimensions | |
New Admin UI: Saved Searches Drop down list in Alphabetical Order | |
New Admin UI: Reordering and Deleting Categories | |
New Admin UI: Defining Object Summary Fields | |
New Admin UI: Providing Lookup Field Settings | |
Product Migration: Migrating Product Rules Configuration during Product Migration | |
Product Migration: Giving External ID field for the products | |
Snap Performance for Constraint Rules | |
Providing Product ID for Product Filter Callback Action Parameters | |
Improved Design of Send Proposal Flow | |
Improved Filtering of Email Templates | |
10.127 (Spring 2017) | New Theme for CPQ Pages |
Ability to apply mass adjustments for options without applying adjustments on bundle | |
Revalidation on the Cart | |
Auto Price Ramp Creation For Bundles And Options | |
Other Enhancements for Cart Grid | |
Admin UI: Price Ruleset Management, Rule Cloning, and Smart Search Admin Pages For Admin Console | |
Product Migration App | |
Constraint Rules: Product Field Set Based Rules For (Client-side Constraint Rule) CSCR Within Bundle | |
Asset-based Ordering: Disable Opportunity Creation on Asset Renewals | |
10.1240.11 (April 2017 Patch 1) | Improved Constraint Rule Execution on Client side |
Improved Usability on the Cart with Intuitive Options | |
Support for Dynamic Cart Views with Predefined Filters | |
Admin Console Improvements | |
Application Management Interface Improvements for Admins | |
Self-enabled Smart Search | |
Quote Collaboration - Error Notifications Improvements | |
Support for Document Generation from SF1 | |
10.1215 (February 2017) | Cart Locking for Concurrent Access |
Optional Line Items for Configuration | |
Improved Usability and Customization for Favorite Configurations | |
Smart Search Powered by Azure | |
Usability Enhancements for Analyze Quote Page (Cost and Profitability) | |
Hiding Empty Option Groups during Configuration | |
Invoking Proposal Document Generation Wizard from the Cart | |
Support for SF1 | |
Asset-Based Ordering Enhancements | |
Application Management Settings and User Interface Enhancements | |
Quote Collaboration - Merge Operation and Queue Filtering Enhancements | |
Favorite Configuration API | |
Loyalty Management | |
Lookup Field Setting Enhancements | |
Cart Line Item Enhancements for Handling Dates | |
9.1168 (November 2016 SP1) | Enhancement to Cost and Profitability |
Enhancement to Proposal Document Generation | |
Enhancement to Product Comparison | |
Enhancement to Account locations on catalog and cart | |
Enhancement to Smart Search | |
Enhancements to Admin Console | |
Enhancement to Asset-based Ordering | |
9.1149 (November 2016) | Cost and Profitability Model |
Enhancements to Favorite Configurations | |
Enhancements to Quote Collaboration | |
Enhancements to New UI | |
Enhancements to Admin Console | |
Enhancements to Smart Search | |
Enhancements to Proposal Document Generation | |
Enhancements to Pricing Callback | |
Enhancements to Lightning support for CPQ | |
Enhancements to Asset-based Ordering | |
9.1126 (August 2016 SP1) | Enhancements to the new UI |
Enhancements to Proposal Document Generation | |
Enhancements to Quote Collaboration | |
Enhancements to Smart Search | |
Enhancements to Asset-based Ordering | |
9.1114 (August 2016) | Favorite Configurations |
Proposal Document Generation | |
Smart Search | |
Enhancements to the new UI | |
Enhancements to Quote Collaboration | |
Enhancements to Rule Engine | |
Enhancements to Pricing Engine | |
Enhancements to Multi-Currency Management | |
Enhancements to CPQ Admin Console | |
Enhancements to Multi-language support | |
Enhancements to Asset-based Ordering | |
9.1072 (May 2016) | Enhancements to the New UI |
Enhancements to Quote Collaboration | |
Smart Search (Beta) | |
Enhancements to Asset-Based Ordering | |
Enhancements to Promotions | |
Enhancements to Category Visibility on the Catalog page | |
New CPQ Admin Console | |
Dynamic Document Assembly Ruleset for Proposals and Line Items | |
Support for iPad Safari browser | |
9.1026 (February 2016) | One Click Maintenance Jobs |
Improvements to the Angular.js based CPQ User Interface | |
Attribute Based Configuration Enhancements | |
Asset Based Ordering Enhancements | |
Clone Quote with its existing configuration | |
Proposal and Product Summary Lightning Enhancement | |
9.987 (November 2015) | New Enhanced CPQ User Interface |
Attribute Based Configuration | |
Managing Coupons | |
Rebate Management | |
Product Summary Dialog box on the Catalog page | |
9.94 (August 2015) | New Enhanced CPQ User Interface (Beta) |
Asset-Based Ordering | |
Promotions Management | |
Visibility Rules Enhancements | |
Access the Config Setting page from the Sprint CPQ Console | |
Access Deal Approvals and Price Rule-sets from the Sprint CPQ Console | |
Hide options from the QuickAdd page | |
Configure bundle products on the Quick Add page | |
Save Button on Bundle and Cart Page | |
Hiding Add to Cart and Configure buttons for Options Products | |
8.8 (May 2015) | Creating Numeric Roll-Up Summary Fields for Objects |
Backdated Termination of Assets | |
Locking Option Quantity | |
Attribute Based Pricing Enhancements | |
Auto-Inclusion Based On Line Item Updates | |
Reordering Subcategories or Products | |
Performance Enhancements | |
Enhanced CSS | |
8.7 (February 2015) | Dynamically Assign Values Using Numeric Expression |
Custom Fields in Price Validation | |
Multiple Layouts for Page Columns and Actions | |
Ability to Select Multiple Products for Product Group Inclusion Rule | |
Co-terminate End Date Section for Amend and Cancel Actions | |
Performance Improvements for Dynamic Image Rendering | |
7.7 (October 2014) | Display of Progress Indicator Between Page Transitions |
Selling Term Enhancement | |
Bundle Maintenance Enhancement | |
CSS Override Functionality On The Product Comparison Page | |
Performance Optimization Enhancements | |
6.705 (August 2014) | Installing CPQ Packages |
New User Interface (UI) | |
CPQ Administration | |
Price Ramps | |
Tiered Pricing | |
Product Comparison | |
Product Footnotes | |
Refining your Search | |
Multi-level Bundles Enhancement | |
Configurable Shopping Cart Page | |
Guided Selling Enhancements | |
Product Attribute Administration Enhancement | |
Assets Enhancement | |
Product Visibility | |
6.3 (August 2013) | Product Bundle Enhancements |
Quick Quote Mode | |
Cloning a Bundle within the same Quote | |
Contract Pricing | |
Displaying Select Products page sections | |
Reprice Quote | |
Number Formatting in the Shopping Cart |
DOC ID: CPQFBR20220810